IRF

IBM Retirement Fund Portfolio holdings

AUM $72.1M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
-12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$704K
3
+$496K
4
LEAF
Leaf Group Ltd.
LEAF
+$425K
5
PHX
PHX Minerals
PHX
+$402K

Top Sells

1
+$73M
2
+$51.9M
3
+$49.9M
4
XOM icon
Exxon Mobil
XOM
+$40.5M
5
GE icon
GE Aerospace
GE
+$37.2M

Sector Composition

1 Technology 14.4%
2 Healthcare 14.33%
3 Financials 14.07%
4 Industrials 10.22%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$570K 0.02%
14,950
-22,438
602
$569K 0.02%
9,154
-14,901
603
$569K 0.02%
37,511
-52,554
604
$566K 0.02%
9,637
-13,967
605
$566K 0.02%
14,465
-18,284
606
$564K 0.02%
11,398
-16,326
607
$560K 0.02%
10,095
-17,432
608
$560K 0.02%
11,852
-15,337
609
$556K 0.02%
5,274
-7,379
610
$555K 0.02%
33,321
-46,994
611
$554K 0.02%
15,373
-21,640
612
$554K 0.02%
2,862
-4,279
613
$553K 0.02%
7,161
-8,383
614
$551K 0.02%
13,279
-18,982
615
$550K 0.02%
4,066
-5,256
616
$550K 0.02%
16,982
-24,140
617
$548K 0.02%
8,853
-11,437
618
$547K 0.02%
37,915
-48,373
619
$546K 0.02%
24,277
-31,596
620
$545K 0.02%
8,349
-10,939
621
$544K 0.02%
32,024
-41,464
622
$544K 0.02%
36,213
-49,507
623
$543K 0.02%
17,494
-25,808
624
$542K 0.02%
15,484
-21,859
625
$539K 0.02%
3,882
-5,026
23 24
25
26 27